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Denise Margolis Farkas
Director de Inversiones en Sigma Investment Counselors, Inc. .
Perfil
Ms. Denise M.
Farkas, CFA MBA, is Chief Investment Officer and Wealth Advisor at Sigma Investment Counselors, Inc. She brings more than 30 years of investment related experience to the firm.
She chairs Sigma's Investment Committee and oversees the investment research process.
She also serves as a relationship officer and portfolio manager on client accounts.
Prior to joining Sigma in 2007, She was Director of Research at a Cleveland-based investment advisory firm.
She is a member of the Board of Trustees of Rainbow Babies and Children's Foundation and chairs their Investment Committee.
She is also a member of the Board of Trustees of Hathaway Brown School.
She currently is a member of the Jewish Community Federation of Cleveland's Finance and Investment Committee and as a member and Past Chair of the Investment Committee of B'nai Jeshurun Congregation.
She served on the Board of Governors of CFA Institute from 1999 through 2005.
From 2001 - 2005 she served on the Board's Executive Committee as Audit Chair.
She is also past Chair of the Capital Markets Policy Committee at CFA Institute and served as a member of CFA Institute's Curriculum Executive Advisory Board.
She holds a business degree from Emory University and an MBA from the Weatherhead School of Management at Case Western Reserve University.
She became a Chartered Financial Analyst in 1991.
Cargos activos de Denise Margolis Farkas
Empresas | Cargo | Inicio |
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Sigma Investment Counselors, Inc.
![]() Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Director de Inversiones | 01/02/2007 |
Antiguos cargos conocidos de Denise Margolis Farkas.
Empresas | Cargo | Fin |
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Spero-Smith Investment Advisers, Inc.
![]() Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Founded in 1984, Spero-Smith Investment Advisers, Inc. is a registered investment advisor located in Cleveland, Ohio. The firm's clients include individuals, business entities, trusts, and pension and profit sharing plans. | Director de Investigación - Acciones | 31/12/2006 |
Formación de Denise Margolis Farkas.
Emory University | Undergraduate Degree |
Case Western Reserve University | Masters Business Admin |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Ejecutivos
Empresas relacionadas
Empresas privadas | 2 |
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Spero-Smith Investment Advisers, Inc.
![]() Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Founded in 1984, Spero-Smith Investment Advisers, Inc. is a registered investment advisor located in Cleveland, Ohio. The firm's clients include individuals, business entities, trusts, and pension and profit sharing plans. | Finance |
Sigma Investment Counselors, Inc.
![]() Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments. | Finance |
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